Uft & Uft Welfare Fund Employees Pension Plan
Sponsored by Pension Committee Uft & Uft Wf Employees Pension Plan · EIN 136565160 · Plan #003
- Total assets
- $334M
- Net assets
- $334M
- Active participants
- 553
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Asset Management Llc CRD 155426 | deterministic · 100% | 2024 |
| Wilmington Trust Investment Advisors, Inc. CRD 106909 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Amalgamated Bank Of New York | Investment management fees (direct), Custodial (securities), Investment management fees (indirect) | $186,139 |
| Mma Asset Management Llc | Investment advisory (plan) | $128,989 |
| Wilmington Trust Investment Advisor | Investment advisory (plan) | $63,237 |
| The Segal Company | Actuarial | $62,406 |
| Weaver And Tidwell, Llp | Accounting | $29,998 |
| Segal Select Insurance | Insurance services | $0 |